See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,281 | $211,958-84.8% | $169,463-81.0% | $135,375-76.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.01% | 3.26%-17.3pp | 1.83%-15.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $3,324 | $5,120-35.1% | $4,159-20.1% | $4,779-30.4% |
| Participant deferral / active EE | $7,673 | $6,075+26.3% | $5,277+45.4% | $5,609+36.8% |
| Admin fee / account holder | $353 | $11,471-96.9% | $9,109-96.1% | $10,827-96.7% |